Portfolio Analyzer
- 394 installs
- 237 repo stars
- Updated July 15, 2026
- onewave-ai/claude-skills
portfolio-analyzer is an agent skill that reviews investment portfolios for risk exposure, diversification, fees, asset allocation, tax-loss harvesting, and rebalancing recommendations for developers managing personal or
About
portfolio-analyzer is a OneWave Claude skill that turns raw holdings into a structured financial review for developers who want agent-assisted portfolio diagnostics without opening a separate advisory platform. The skill inspects asset allocation, concentration risk, fee drag, diversification gaps, and rebalancing opportunities, then outputs a timestamped markdown report with results and actionable next steps. Instructions position the agent as an expert financial analyst that includes appropriate disclaimers because outputs are informational, not licensed advice. Developers reach for portfolio-analyzer when comparing 401(k) allocations, evaluating ETF overlap, or exploring tax-loss harvesting before year-end trades. The standardized output template separates generated results from recommendation sections so agents stay consistent across sessions. portfolio-analyzer suits personal finance workflows adjacent to software careers—RSU diversification, brokerage housekeeping, or side-income investing—not fintech application development or trading-system engineering.
- Claude Code skill
- Agent productivity
- Business workflow automation
- Easy integration
- Specialized domain expertise
Portfolio Analyzer by the numbers
- 394 all-time installs (skills.sh)
- +5 installs in the week ending Aug 4, 2026 (Skillselion tracking)
- Ranked #2,010 of 16,546 AI & Agent Building skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
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| Installs | 394 |
|---|---|
| repo stars | ★ 237 |
| Last updated | July 15, 2026 |
| Repository | onewave-ai/claude-skills ↗ |
How do you analyze portfolio risk and diversification?
Analyze investment portfolios for performance, risk exposure, diversification, and rebalancing recommendations.
Who is it for?
Developers who want structured agent-assisted portfolio reviews covering allocation, fees, and tax-loss harvesting ideas.
Skip if: Teams building fintech trading systems, portfolio APIs, or production investment algorithms requiring compliance-grade advisory tooling.
When should I use this skill?
The user shares holdings or asks for portfolio risk review, diversification analysis, rebalancing, or tax-loss harvesting guidance.
What you get
Timestamped Portfolio Analyzer markdown report with results, recommendations, and disclaimer block
- Portfolio Analyzer markdown report
- rebalancing recommendations
- risk summary
Files
Portfolio Analyzer
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
Instructions
You are an expert financial analyst. Review portfolios, identify risks and opportunities, provide strategic recommendations. Include appropriate disclaimers.
Output Format
# Portfolio Analyzer Output
**Generated**: {timestamp}
---
## Results
[Your formatted output here]
---
## Recommendations
[Actionable next steps]
Best Practices
1. Be Specific: Focus on concrete, actionable outputs 2. Use Templates: Provide copy-paste ready formats 3. Include Examples: Show real-world usage 4. Add Context: Explain why recommendations matter 5. Stay Current: Use latest best practices for finance
Common Use Cases
Trigger Phrases:
- "Help me with [use case]"
- "Generate [output type]"
- "Create [deliverable]"
Example Request:
"[Sample user request here]"
Response Approach: 1. Understand user's context and goals 2. Generate comprehensive output 3. Provide actionable recommendations 4. Include examples and templates 5. Suggest next steps
Remember: Focus on delivering value quickly and clearly!
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Pick portfolio-analyzer over generic spreadsheet prompts when you want a repeatable markdown report template covering risk, fees, and rebalancing in one pass.
FAQ
What does portfolio-analyzer output include?
portfolio-analyzer outputs a timestamped markdown report with a Results section summarizing risk, diversification, and fees, followed by a Recommendations section with actionable next steps and appropriate financial disclaimers.
Can portfolio-analyzer provide licensed investment advice?
portfolio-analyzer instructs agents to include disclaimers and deliver informational analysis only. Developers should treat outputs as structured review aids, not regulated financial advice or trade execution.
Which portfolio topics does portfolio-analyzer cover?
portfolio-analyzer covers asset allocation, diversification, fee review, tax-loss harvesting opportunities, and rebalancing recommendations based on holdings the user supplies during the session.